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After international sulfur prices fell below $800 per tonne, market participants disagreed over whether demand had been permanently lost or merely postponed. The text points to production cuts tied to poor economics at Indonesian HPAL producers and weak Chinese phosphate-sector conditions, including zero phosphate fertilizer exports and losses in sulfur-based acid.
Reduced phosphate production and exports weaken demand for sulfur and related fertilizer inputs, while low inventories may limit further downside. The article does not establish a direct price impact for the listed feed commodities.
news.metal.comSMMNov 11, 2026After 40 past bearish trade events, DAP moved a median -0.1% over 5 sessions (38% higher; middle half -3.7% to +0.5%), and -2.4% over 20.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
